See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $45,395 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,887 | $46,292-85.1% | $143,757-95.2% | $64,808-89.4% |
| Participation rate | 77.0% | 64.2%+12.8pp | 80.3%-3.3pp | 71.5%+5.5pp |
| Annual return | -12.68% | -10.05%-2.6pp | -0.04%-12.6pp | 32.82%-45.5pp |
| Employer contribution / active EE | $175 | $1,910-90.9% | $4,951-96.5% | $2,506-93.0% |
| Participant deferral / active EE | $835 | $2,646-68.4% | $5,637-85.2% | $4,310-80.6% |
| Admin fee / account holder | $54 | $154-64.8% | $14,673-99.6% | $188-71.2% |